See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,496 | $176,812-46.0% | $146,665-34.9% | $167,490-43.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.54% | 24.03%-12.5pp | 22.74%-11.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $19,197 | $5,160+272.0% | $4,136+364.1% | $4,837+296.8% |
| Participant deferral / active EE | $9,750 | $6,440+51.4% | $5,506+77.1% | $6,341+53.8% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |